Another fantastic #SchwabIMPACT - So many great sessions and keynotes. Also, they really set the standard for bringing people together. On the Jumbotron. #TeamPrivateOcean
It was a pleasure speaking to @NathanMersereau on his podcast this week with @shaunkap to discuss our new book, The Financial Advisor M & A Guidebook. Listen here: bit.ly/2UDo8cW